Uber Technologies

UBER · NYSE

$68.94−$1.02 (−1.46%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $69.96

UBER analyst rating

BuyConsensus of 33 analysts over the last 12 months. 94% rate it a buy.

Strong buy0
Buy31
Hold2
Underperform0
Sell0

12-month price target · 51 analysts

Average $104.27 (+51.2% upside)

Low: $72.72
Now: $68.94
High: $157.50

Upgrades and downgrades

The latest rating actions, newest first

UBER analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Guggenheim	Oct 16, 2026	Maintains	Buy	$125.00	28%
Cantor Fitzgerald	Oct 12, 2026	Maintains	Overweight	$90.00	63%
Citizens	Oct 7, 2026	Maintains	Market Outperform	$100.00	54%
BTIG	Oct 7, 2026	Maintains	Buy	$100.00	39%
Wells Fargo	Oct 5, 2026	Maintains	Overweight	$89.00 → $92.00	55%
Scotiabank	Sep 9, 2026	Initiates	Sector Outperform	$100.00	55%
Wedbush	Sep 8, 2026	Maintains	Outperform	$91.00	58%
StoneX	Sep 8, 2026	Maintains	Hold	—	43%
Rosenblatt	Sep 3, 2026	Maintains	Buy	$100.00	62%
BTIG	Sep 3, 2026	Maintains	Buy	$100.00	39%

The case for and against

Updated Oct 14, 2026

Bull case

Uber Technologies is attractive fundamentally because its platform is compounding across Mobility, Delivery, and B2B, with Uber for Business reaching $5B+ in annualized bookings as of 1Q26 across 300K+ organizations and ezCater adding a profitable, margin-accretive workplace catering layer. Its AV strategy is also gaining traction, with Uber AV Mobility Trips up 10x y/y, live in eight cities, and no visible cannibalization of human-driven Mobility, while 140k users in London already opted into the Wayve autonomous option. Cross-selling and ecosystem depth further strengthen the outlook, as nearly 20% of consumers use both Rides and Eats, Uber One exceeds 70% of Delivery Gross Bookings, and management continues to highlight strong incremental margins and synergies from recent acquisitions.

Bear case

Uber Technologies is facing a weakening fundamental backdrop because its Mobility and Delivery businesses operate in a highly competitive market that may require heavier sales and marketing incentives just to sustain user growth across more than 70 countries and 200 million monthly users. It also remains in investment mode, with adjusted EBITDA losses in the business overall and Delivery still requiring capital, which limits near-term profitability even as Mobility is now adjusted EBITDA profitable. Regulatory pressure adds another layer of risk, as Prop-22 in California has increased operating costs and similar measures in more states could further constrain driver supply, raise expenses, and pressure margins.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.